Firm
Fortune Financial Advisors
Overland Park, Kansas
Fee-only
Fortune Financial Advisors at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 6 employees and 206 individual clients, 84 of them high net worth.
- Its average account is about $529,000 (assets it manages divided by its 610 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | fortunefinancialadvisors.com |
| Phone | (913) 393-0038 |
Fortune Financial Advisors fees
Fortune Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $323 million |
| Individual clients | 122 |
| High-net-worth clients | 84 |
| Accounts managed | 610 |
| Employees | 6 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-78728) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 145799 |